The agenda for the NW Summit for Financial Professionals will be confirmed shortly.

A refund will be available until April 25, 2020 if the agenda does not meet attendee’s expectations. Please participate in advanced registration to receive the early bird discount. As session speakers and topics are confirmed, the agenda will be modified and email notices will be sent to inform invitees of these changes. Once registration is completed, an agenda can be modified at any time. To cancel your registration due to agenda expectations please contact the event administrator at events@consultrhino.com.

Agenda

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  • Wednesday, May 6, 2020
  •  
    5:00 PM  -  7:00 PM
    Welcome Reception
    Billiard Room
    Help kick off the Northwest Summit with unforgettable fun! Enjoy networking with industry peers without worrying about picking up the tab.
     Optional 
  • Thursday, May 7, 2020
  •  
    7:30 AM  -  8:00 AM
    Registration, Networking & Continental Breakfast
    Grand Ballroom

    Join industry peers prior to the conference to network and enjoy a continental breakfast. Welcome comments and educational sessions will immediately follow.

     Optional 
     

    General Session 1

    8:15 AM  -  9:15 AM
    Treasury in the driver’s seat – a case study in delivering value to the firm
    Grand Ballroom

    Oracle
    Treasury has a pivotal role in the company and ensuring that your team not only has a seat at the table but is in the driver’s seat for significant firm wide projects must be a key objective. Being at the center of all financial flows in the company, Treasury is uniquely positioned to offer valuable insights and expertise to the entire organization.  Implementing emerging technology in order to create the capacity needed for leadership is an essential success factor.   This keynote will focus on the impact that Oracle Treasury has within the organization to not only have a seat at the table when it comes to strategic decisions but to regularly ‘drive’ Finance projects that span the breadth of the organization and deliver value to the firm.

    Learning objectives:

    • How does Treasury become a thought leader and driver of corporate initiatives
    • What are the right skill sets to have within your Treasury team to ensure success in firm wide projects
    • How does Treasury interact most successfully across functional teams in order to achieve the desired outcome
    Speakers:
     Optional 
     
    9:15 AM  -  9:30 AM
    Networking Break
    Billiard Room
     

    General Session 2

    9:30 AM  -  10:30 AM
    Executive Keynote
    Grand Ballroom
     Optional 
     
    10:30 AM  -  10:45 AM
    Networking Break
    Billiard Room
     

    Concurrent Session 1

    10:45 AM  -  11:45 AM
    After the Flood - Seeing Beyond Today's Liquidity Glut
    Cambridge Global Payments
    The world is awash in cash. After a decades-long period during which the volume of global financial assets has grown far more quickly than the real economy, market indexes are near record highs, interest rates are at historic lows, and volatility expectations are plumbing unprecedented levels.

    But, as Warren Buffett once put it, “It's only when the tide goes out that you see who's been swimming naked”.

    Vulnerabilities are building under the surface as lenders and investors search for yield, increasing the likelihood that unpleasant exposures are uncovered when the cycle turns. In this session, Karl will explore the challenges that markets might face if the liquidity tide reverses - and strategies that financial executives can deploy to protect the bottom line when volatility makes its inevitable return.
    Speakers:
     Optional 
    10:45 AM  -  11:45 AM
    Fraud and Cyber Security
    Bank of America
    Speakers:
     Optional 
    10:45 AM  -  11:45 AM
    Payments State of the Union
    PNC

    Get an industry update about how expedited payments have evolved, the impact of recent changes and what’s on the horizon. Explore how treasury organizations are grappling with transitioning from a batch world to a real-time world to meet ever-changing customer expectations — while remaining true to their business strategy.

    Session Objectives:

    1. Receive an industry update on RTP and other faster payment options
    2. Get a better understanding of RTP’s messaging capabilities and the interoperability between them
    3. Gain insight into the operational and systematic impacts of implementing a faster payments solution
    Speakers:
     Optional 
     
    11:45 AM  -  12:00 PM
    Transition Break
    Foyer
    12:00 PM  -  12:30 PM
    Networking Lunch
    Grand Ballroom
     Optional 
     

    General Session 3

    12:30 PM  -  1:30 PM
    Ethics in Banking: A First-Hand Account of the Benefits and Consequences
    Grand Ballroom
    Rashmi

    In today’s global economy, effectively designed ethics programs must go beyond legal and regulatory imperatives. While regulatory compliance remains the “price of admission” for doing business, individuals and organizations are held to higher standards. Among other things, organizations are expected to establish and promote a positive culture of ethical conduct; exhibiting a strong tone at the top set by boards and executive leadership; and administer fair, objective, and consistent levels of accountability throughout the organization. This unique keynote will examine these concepts and discuss the benefits for getting it right – and the consequences for getting it wrong. NW Summit is excited to welcome former attorney and TED talk speaker, Rashmi Airan, who served six months in federal prison following a conviction of bank fraud.
    Speakers:
     Optional 
     
    1:30 PM  -  1:45 PM
    Networking Break
    Billiard Room
     

    Concurrent Session 2

    1:45 PM  -  2:45 PM
    Disruptive Transformation in Treasury
    JP Morgan D1
     Optional 
    1:45 PM  -  2:45 PM
    PacNW Economic Update
    City of Portland

    The presentation will focus on the national and local northwest economy. It will include topics around employment, incomes, industry and public policy impacts.
    Speakers:
     Optional 
    1:45 PM  -  2:45 PM
    Payments Optimization: The Art of Leveraging a Comprehensive Payments Program
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    Modern finance departments have been left with a delicate balancing act between managing the traditional business function and being the hub for uncovering strategic business opportunities. And a quiet contender in the search for the latter? Your payments program. This is an ideal time to evaluate the efficacy of your payments program to ensure you aren’t missing opportunities to mitigate risk, improve supplier relationships and reduce costs. Learn about the payment tools that are available and why they are important (think integrated payables, virtual cards and payroll cards). We will share tips
    for maximizing the payment solutions you’re already utilizing.
    Speakers:
     Optional 
     
    2:45 PM  -  3:00 PM
    Networking Break
    Billiard Room
     

    Concurrent Session 3

    3:00 PM  -  4:00 PM
    Digital Transformation & Emerging Technologies Panel

    Wells Fargo 

    “I can’t be strategic because I haven’t automated, and I can’t automate because I don’t have the time or resources.” Does this describe the environment you are living in today? If so, you are not alone…

    Join us for a panel discussion on emerging technologies and how they are changing the face of financial services. In this session, you will hear from your peers and industry subject matter experts on how they are addressing the way these changes are shaping their interaction with customers, suppliers and the bank. Additionally, they will share highly actionable learnings from their experience to address financial automation and can create momentum to tackle your strategic initiatives for digital transformation.

    We will discuss topics that include lower costs and less resource intensive technologies such as RPA and APIs, where your organization can gain some quick wins, both freeing up time and starting to cultivate a data-centric mindset. These experiences and project successes are the foundation for adding on strategic projects using emerging tech like Big Data and AI.

    Speakers:
     Optional 
    3:00 PM  -  4:00 PM
    Global Cash Management and Liquidity Optimization – Hitachi Vantara’s Case Study in Creating an Eff
    Hitachi Vantara 
    Hear from the Senior Treasury Manager at Hitachi Vantara, a US based subsidiary of Hitachi Limited, how the Treasury team set out to optimize cash and liquidity to better support its evolving and growing business needs. Hitachi Vantara’s objectives included the implementation of a multi-currency notional pooling structure, rationalizing bank partners, and automating  back-end processes. The ultimate solution had to interface with STP of all payment files and enable automated reconciliation into their existing ERP system. The project took multiple years and involved a cross functional team of stakeholders working towards a common goal.  Now that their cash management structure is optimized they are embarking on implementing Virtual Accounts which represents the next phase of evolution for the structure that was implemented. Attendees will hear about the benefits of the project and lessons learned from this massive undertaking.
    Speakers:
     Optional 
    3:00 PM  -  4:00 PM
    More Information Coming Soon!
     Optional 
     
    4:00 PM  -  4:15 PM
    Networking Break
    Billiard Room
     

    General Session 4

    4:15 PM  -  5:15 PM
    Innovation in Treasury Management
    Grand Ballroom
    Micron
    Corporate Treasury is evolving at a faster pace than any other time in history and requires true banking partnerships to leverage innovation just now coming to market. In this session, real world problems and solutions will be shared on how Micron was able to drive economic and administrative efficiencies by implementing treasury tools that were not available until just within the last couple of years.
    Speakers:
     Optional 
     
    5:30 PM  -  7:30 PM
    Platinum Party
    Billiard Room
    Celebrate a successful conference and join the NW Summit for an evening of platinum service and peer networking without worrying about picking up the tab!
     Optional 
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